How many people have heard of Broadcom?

The world's most profitable AI company, you probably haven't heard its name.
It's called Broadcom. Google, Meta, and those AI giants working on ChatGPT and Claude mostly rely on chips designed and supplied by it for training AI.
The shovel sellers in the AI gold rush.
Last night in the US stock market, Broadcom rose 6.21%. That same night, Apple fell 3.67%—the reason is minor, as the foldable iPhone engineering tests encountered issues again.
Xiaoshuai looked at the data and saw that Broadcom just signed a long-term contract with Google, lasting until 2031. Google spends $180 billion annually on AI, and a large part of that money will eventually show up in Broadcom's financial reports.
And Apple is still being hit over a foldable screen that hasn't even been produced yet.
Over the past fifteen years, the company that sold the most dreams in the world was Apple. Every fall, that product launch event kept billions worldwide staying up late to see a new piece of glass.
Now, the dream is losing steam. The dream sellers are being beaten by the shovel sellers.
And the world's most profitable AI company, you may have never heard of its name.